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Caliber Wealth Management, LLC / KS: AVUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caliber Wealth Management, LLC / KS on AVUS, newest first. How the timeline and the estimate are built.

Caliber Wealth Management, LLC / KS held 628,777 AVUS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 628,777 shares
    Change vs previous 13F +23,352 shares

    7.78% of the 13F portfolio, value $80,533,795.

    13F-HR 0002067120-26-000009 filed by Caliber Wealth Management, LLC / KS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 605,425 shares
    Change vs previous 13F +39,565 shares

    7.37% of the 13F portfolio, value $67,311,204.

    13F-HR 0002067120-26-000005 filed by Caliber Wealth Management, LLC / KS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 565,860 shares
    Change vs previous 13F +48,249 shares

    6.81% of the 13F portfolio, value $63,251,816.

    13F-HR 0002067120-26-000003 filed by Caliber Wealth Management, LLC / KS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 517,611 shares
    Change vs previous 13F +57,326 shares

    6.27% of the 13F portfolio, value $56,264,279.

    13F-HR 0002067120-25-000004 filed by Caliber Wealth Management, LLC / KS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 460,285 shares
    Change vs previous 13F +57,359 shares

    4.99% of the 13F portfolio, value $46,405,949.

    13F-HR 0001085146-25-004333 filed by Caliber Wealth Management, LLC / KS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 402,926 shares
    Change vs previous 13F not available

    5.08% of the 13F portfolio, value $37,222,275.

    13F-HR 0001085146-25-002672 filed by Caliber Wealth Management, LLC / KS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).